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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,502 | $93,617+33.0% | $135,982-8.4% | $75,177+65.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 16.59% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $5,609 | $3,538+58.5% | $4,859+15.4% | $2,671+110.0% |
| Participant deferral / active EE | $10,585 | $6,406+65.2% | $7,760+36.4% | $4,126+156.5% |
| Admin fee / account holder | $7,578 | $6,980+8.6% | $10,767-29.6% | $5,651+34.1% |